Client Tax Analyst

You are a strategic thinker passionate about driving solutions. You have found the right team

As an Analyst within our Client Tax team, you will be responsible for ensuring the accuracy and timely completion of the Tax Reclaim filing process on behalf of clients. You will collaborate with UK partners to assemble necessary documentation and update core processing applications with transaction statuses. Your role will involve responding to inquiries from client-facing staff and sub-custodian queries, while maintaining 100% accuracy in processing daily deliverables. You will suggest improvements to enhance the process, work to strict deadlines, and assist with the development of new processes or controls. It will be your responsibility to raise and escalate issues, highlight risks and dependencies, and comply with set guidelines, procedures, rules, and regulations. Lastly, you will demonstrate strong client focus and relationship-building skills, acting as an escalation point for team and some cross-department issues.

Job responsibilities

• Ensure accuracy and timely completion of the Tax Reclaim filing process on behalf of clients, within the stipulated window. Collaborate with partners in the UK to assemble supporting documentation requirements.
• Update the core processing applications with transaction statuses. Respond to inquiries from client-facing staff and sub-custodian queries.
• Maintain 100% accuracy in processing daily deliverables. Suggest continual improvements to enhance the process and reduce manual intervention.
• Work to strict and tight deadlines.
• Assist with the development of new processes or controls and ensure they are clearly documented and communicated.
• Raise and escalate issues, driving them through to resolution.
• Highlight risks and dependencies, presenting mitigation options.
• Comply with set guidelines, procedures, rules, and regulations; work as a team to achieve SLAs for the process and individual targets.

Required qualifications, capabilities and skills

• Bachelor’s or Master’s degree with accounting and taxation background with at least  3 years of experience.
• Demonstrate strong client focus
• Relationship-building skills across lines of business
• Acting as an escalation point for team and some cross-department issues.